Walker Financial Services’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Walker Financial Services’s Portfolio TFLO Stock Details TFLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.1M	Buy	851,969 +75,265	+10%	+$3.81M	13.34%	1
2026 Q1	$39.3M	Buy	776,704 +105,390	+16%	+$5.33M	13.45%	1
2025 Q4	$33.9M	Buy	671,314 +124,973	+23%	+$6.31M	12.27%	1
2025 Q3	$27.6M	Buy	546,341 +464,796	+570%	+$23.5M	10.75%	3
2025 Q2	$4.13M	Buy	81,545 +76,797	+1,617%	+$3.88M	1.88%	10
2025 Q1	$241K	Buy	+4,748	New	+$240K	0.13%	27

Other funds holding TFLO

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Walker Financial Services's TFLO Position: Q2 2026 in Review

Walker Financial Services increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 9.7% in Q2 2026, buying an estimated $3.81M and bringing the position to 851,969 shares worth $43.1M. The position accounts for 13.34% of the portfolio, ranked #1.

Walker Financial Services first reported a position in TFLO in Q1 2025 and has held it in 6 quarters since. 81 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

Walker Financial Services held 851,969 shares of iShares Treasury Floating Rate Bond ETF worth $43.1M as of Q2 2026.
Walker Financial Services bought 75,265 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $3.81M.
iShares Treasury Floating Rate Bond ETF made up 13.34% of Walker Financial Services's portfolio in Q2 2026, its #1 holding.
Walker Financial Services first reported a position in iShares Treasury Floating Rate Bond ETF in Q1 2025 and has held it in 6 quarters since.
81 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.